UruguaySep. 21, 2025 11:38 PM ETMercadoLibre, Inc. (MELI) StockMELIEliana Scialabba835 FollowersMercadoLibre delivered Q2 revenue of $6.8B (+34% YoY, +53% FXN), with GMV and TPV expanding strongly across Brazil, Mexico, and Argentina, confirming the platform’s unmatched regional scale.Operating income reached $825M with a 12.2% margin, while net income was $523M (7.7% margin), pressured by FX losses and free shipping expansion costs in Brazil.Fintech momentum remains exceptional: active users rose 30% YoY to 67.6M, and the credit portfolio doubled to $13.8B with early delinquency improving and NIMAL holding near 23%.Despite a demanding valuation, multiples remain below historical averages, supported by 35% revenue growth FWD, 50% EPS growth FWD, and ROE above 40%, sustaining a strong long-term buy case.I going to make a greatest artwork as I can, by my head, my hand and by my mind./iStock via Getty ImagesSince my last article on MercadoLibre (NASDAQ:MELI), published in mid-June when the stock was tradingThis article was written byEliana Scialabba835 FollowersI am an individual investor with over five years of experience in personal investing, holding a PhD in Economics from UCEMA. My investment approach focuses on value companies with solid long-term potential. I share my knowledge with the community by offering analysis to support individual investors. My articles reflect personal opinions and do not constitute financial advice.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments